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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,621 | $81,487-29.3% | $102,412-43.7% | $80,935-28.8% |
| Participation rate | 57.1% | 66.8%-9.7pp | 74.5%-17.4pp | 67.7%-10.5pp |
| Annual return | -17.40% | 25.60%-43.0pp | 24.94%-42.3pp | 35.66%-53.1pp |
| Employer contribution / active EE | $1,923 | $3,103-38.0% | $3,870-50.3% | $2,757-30.2% |
| Participant deferral / active EE | $2,937 | $3,871-24.1% | $5,060-42.0% | $4,299-31.7% |
| Admin fee / account holder | $2,390 | $6,717-64.4% | $8,388-71.5% | $6,924-65.5% |